Need Help Setting Up a Will or Trust?

Carefully drafted wills and trusts ensure that your assets are distributed as you choose; and they assist in avoiding probate or excessive taxation of your estate at the time of your death.

To discuss what kinds of wills and trusts may benefit you, please contact us online. We are dedicated to achieving your goals. The lawyers at Jacobson, Julius & Harshberger represent clients throughout South Central Pennsylvania.

Wills and Trusts

Generally speaking, a will is a legal instrument that provides instruction for distribution of your assets. A trust is a special relationship in which an individual holds title to property and administers the property for the benefit of the trust’s beneficiaries, according to the trust creator’s interests.

There are a variety of legal instruments, including several different wills and trusts, which can be used to accomplish your specific objectives, including:

Simple wills, joint wills and pour-over wills

Living wills and powers of attorney

Irrevocable and revocable trusts

Spendthrift provisions, which are provisions put into a trust that prohibit a third party from accessing assets intended to go to the beneficiary of the trust

Special needs trusts

Depending on your individual situation and goals, these legal instruments can be used together to create a comprehensive estate plan that will protect your assets and grant you the peace of mind that comes with strategically planning for your future.

When you have questions about wills and trusts, our York, Pennsylvania, trusts lawyers can help — beginning with a free, helpful initial consultation by telephone or at our conveniently located Harrisburg offices. We can also meet with you in your location by appointment only.

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